Bartlett & Co. Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 132,247 shares of SCHE stock, worth $3.51 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
132,247
Previous 132,487
0.18%
Holding current value
$3.51 Million
Previous $3.87 Billion
8.91%
% of portfolio
0.05%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio